MORGAN STANLEY INDIA INVEST (IIF) Institutional Ownership Changes & 13F Activity

MORGAN STANLEY INDIA INVEST (IIF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include City Of London Investment Management Co Ltd, Karpus Management, Inc., Cary Street Partners Financial Llc, Raymond James Financial Inc, and Bank Of Montreal.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
1607 Capital Partners, LlcSell-500-4.3%11,206$255.72KQ2 2026Sep 02, 2026
North Star Asset Management IncSell-1-0.0%10,286$234.73KQ2 2026Aug 18, 2026
Karpus Management, Inc.Buy+81,933+20.7%477,621$10.90MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+43,12943,129$984.20KQ2 2026Aug 14, 2026
Saba Capital Management, L.P.Buy+26,831+3.5%782,728$17.86MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+17,61517,615$401.97KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+11,16411,164$254.00KQ2 2026Aug 14, 2026
Jones Financial Companies LllpSell-5,960-28.8%14,709$334.04KQ2 2026Aug 14, 2026
Lazard Asset Management LlcSell-2,446-0.4%606,913$13.85MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+2,362+6.6%38,070$869.00KQ2 2026Aug 14, 2026
Verition Fund Management LlcSell-1,258-1.4%87,630$2.00MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+873+30.1%3,770$86.05KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-17-0.9%1,908$43.55KQ2 2026Aug 14, 2026
Ubs Group AgSell-7,839-4.8%154,451$3.52MQ2 2026Aug 13, 2026
Morgan StanleyBuy+1,339+1.4%99,074$2.26MQ2 2026Aug 13, 2026
Bank Of MontrealBuy+28,06028,060$640.33KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-3,689-4.9%70,942$1.62MQ2 2026Aug 12, 2026
Allworth Financial LpSell-500-11.1%3,990$91.05KQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+1,6411,641$37.44KQ2 2026Aug 10, 2026
Dakota Wealth ManagementBuy+10,35510,355$236.30KQ2 2026Aug 07, 2026
Lpl Financial LlcSell-3,111-25.3%9,199$209.92KQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Buy+1,875+31.5%7,835$178.79KQ2 2026Aug 07, 2026
Maridea Wealth Management LlcBuy+862+7.7%12,096$276.04KQ2 2026Aug 06, 2026
City Of London Investment Management Co LtdBuy+92,096+9.7%1,041,724$23.77MQ2 2026Jul 31, 2026
Calamos Advisors LlcSell-1,165-7.2%15,043$343.28KQ2 2026Jul 31, 2026
Commonwealth Equity Services, LlcBuy+8,8638,863$202.25KQ2 2026Jul 29, 2026
Samalin Investment Counsel, LlcSell-1,944-13.8%12,134$276.90KQ2 2026Jul 27, 2026
Evergreen Capital Management LlcBuy+6,607+4.9%140,787$3.21MQ2 2026Jul 23, 2026
Cary Street Partners Financial LlcBuy+59,09759,097$1.35MQ2 2026Jul 17, 2026
Financial Solutions Advisory Group, Inc.Buy+19,42319,423$442.07KQ2 2026Jul 13, 2026
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Frequently asked questions about IIF activity

  • Which institutional owners are buying IIF?

    Institutional owners buying IIF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IIF activity?

    "Buy" means an investor increased their reported position in IIF compared to the prior reporting period. This reflects growing exposure to MORGAN STANLEY INDIA INVEST (IIF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IIF increasing?

    Institutional interest in IIF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.